
Lisa La Plante, Financial Paraplanner Qualified Professional™
Operations Manager
Lisa joined Albany Financial Group in March 2012 as Administrative Assistant to John Gigliello.
In November 2014, Lisa achieved the designation of Financial Paraplanner Qualified Professional™ through the College for Financial Planning. More recently, she earned a Series 7 General Securities license, held with LPL Financial.
As John's assistant, Lisa focuses on helping clients with service requests, processing paperwork and communicating with clients, including through market commentaries, the company website and social media.
She has a bachelor's degree in magazine journalism and political science from Syracuse University. She previously worked as a journalist before taking time off from her career to raise her daughters. During that time, Lisa worked part-time in real estate and served on the volunteer board of the local MOMS Club, organizing member activities as well as community service projects.
Lisa lives in East Greenbush, New York, with her husband John and daughters, Lillian and Danielle. She enjoys running, cooking and reading.